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Financial Consultant II
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$58.27 an hour
Full-time
- What You'll Do As a Financial Consultant II , you will get the opportunity to help our customers live their best lives by providing investment advisory education services in a call center environment to more complicated investment needs or sophisticated investors.
- Here are a few examples of the kinds of things you'll do: Provide customers with information on the options available to them based on an in-depth interview and analysis of their short- and long-term needs, risk tolerance, and time horizon.
- Deliver a best-in-class experience through effective communication, active listening, and utilizing emotional intelligence to guide customers to their best option for financial success.
- Be astute to pick up on indirect cues during conversation, including identification of gaps in an individual's personal financial risk profile, to provide a holistic approach to managing that client's needs in alignment of a 'One Principal' culture.
- Non-sales positions have the opportunity to participate in a bonus program.
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